Robert Morton – Financial Adviser
Adviser identifying number: 417726
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2012
Name of the licence holder: YELLOW BRICK ROAD INVESTMENT SERVICES PTY LIMITED
Licence number: 255016
Licensee’s ABN: 86003990627
Licence controlled by:
The date the Financial Adviser commenced the appointment: 28/09/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: YELLOW BRICK ROAD INVESTMENT SERVICES PTY LIMITED
Authorised Representative identifying number: 255016
Authorised Representative’s ABN: 86003990627
Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:
Address:
Contact phone number:
Working hours:
Relevant qualifications and training:
- Bachelor OF Laws – The University of Melbourne
- Bachelor OF Laws – The University of Melbourne
- Bachelor of Commerce – The University of Melbourne
- Bachelor of Commerce – The University of Melbourne
- Diploma of Financial Planning – Kaplan
- Diploma of Financial Planning – Kaplan
- Investment Products 3- Securities, Managed Investments, Margin Lending – Kaplan
- Investment Products 3- Securities, Managed Investments, Margin Lending – Kaplan
- Superannuation – Kaplan
- Superannuation – Kaplan
Relevant memberships of professional bodies or industry associations:
Robert Morton is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Government Debentures, Stocks or Bonds
- Life Products / Investment Life Insurance Products
- Life Products / Life Risk Insurance Products
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Retirement Savings Account Products
- Securities
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility
- Miscellaneous Financial Facility / Miscellaneous Financial Investment Products – MDA Services